Subject


TSMC


2024-07-23

[News] Jensen Huang Rumored to Request CoWoS Dedicated Line, but TSMC Declines

As TSMC stands at the core of the global semiconductor industry, NVIDIA founder Jensen Huang stirred up an AI frenzy when he visited Taiwan in June. According to a report from Commercial Times, during his visit, he met with TSMC founder Morris Chang and then-President C.C. Wei, and personally visite...

2024-07-23

[News] Decipher TSMC in Key Figures: Some Facts Needed to be Known

Recent comments from former U.S. President Donald Trump on protection fees have hit semiconductor stocks hard and brought TSMC back into the spotlight for investors. As per a report from Barron's, it’s suggested that America's stance towards Taiwan is not the best diplomatic strategy. The follo...

2024-07-22

[News] To Win Chip War and Advance in Next-gen Tech, Securing Taiwan’s Semiconductor Would be Top U.S. Priority

As former U.S. President Trump has brought up the topic that Taiwan should pay for protection, raising concerns on cross-strait issues at the same time, Taiwan’s semiconductor industry and its foundry leader, TSMC, have once again draw market attention. Some scholars believe that the U.S. must rea...

2024-07-22

[News] Chinese Firms Stockpile Chips Amid Geopolitics; TSMC Sees Rush Orders

As geopolitical tensions rise, a significant increase in orders from China for TSMC was seen last quarter. According to a report from Economic Daily News, as the U.S. presidential election countdown continues, both party candidates agree on expanding semiconductor export controls to China. Conseque...

2024-07-22

[News] TSMC Dominates High-End Packaging Market, Potentially Impacting Opportunities for OSAT

TSMC continues to showcase its drive in the advanced packaging market. According to a report from MoneyDJ, TSMC has forecasted that CoWoS will remain in high demand through 2025, with potential for capacity to double in two consecutive years. TSMC is also entering the FOPLP (Fan-Out Panel-Level Pac...

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